RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.31%
6,998
-467
77
$591K 0.31%
2,244
+230
78
$574K 0.3%
5,917
+161
79
$566K 0.3%
+14,896
80
$561K 0.3%
16,034
+1,576
81
$541K 0.29%
12,035
-1,573
82
$537K 0.28%
3,196
-260
83
$526K 0.28%
17,726
-4,831
84
$522K 0.28%
9,330
-2,140
85
$513K 0.27%
11,930
+4,288
86
$508K 0.27%
2,659
-1,551
87
$508K 0.27%
438
+88
88
$503K 0.27%
768
+82
89
$497K 0.26%
3,850
+170
90
$495K 0.26%
6,635
+368
91
$495K 0.26%
15,003
-6,343
92
$494K 0.26%
33,790
-4,330
93
$480K 0.25%
665
-258
94
$476K 0.25%
5,107
-6,150
95
$474K 0.25%
4,672
+956
96
$466K 0.25%
5,503
-1,011
97
$460K 0.24%
+3,554
98
$445K 0.23%
5,358
-146
99
$434K 0.23%
8,965
-355
100
$429K 0.23%
1,743
-60
2 3
4
5 6